Daniel Bachman
Daniel Bachman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Urbandale, IA, with 37 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2900 100th St, St 301, Urbandale, IA, 50322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a partner at Group Benefits LTD and an agent/broker for SAMA Fixed Insurance and Guide Financial Group, all involving fixed insurance sales. He also works as a gymnastics judge, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cauldwell Financial Group INC
Securian Financial Services, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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